Skip to content
Disclosery

SCM STELLUS CAP INVT CORP

Follow

COM (common), issuer CIK 1551901

62 managers (63 13F filers) reported a position in SCM shares at 2025-12-31, 3,871,237 shares in all. 4 filers opened a position and 11 filers sold out during the quarter.

Managers
62
13F filers
63
New
4
Added
23
Reduced
17
Sold out
11
Shares held by filers
3,871,237

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding549,304$6.97M+38,268Timeline
LPL Financial LLC309,045$3.92M<0.01%+270,19913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP281,166$3.57M<0.01%+7,06613F-HR/ATimelineGroup
Muzinich & Co., Inc.253,534$3.21M1.01%+46,64113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC226,165$2.87M<0.01%-5,07513F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT214,438$2.72M0.22%+11,59213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc204,285$2.59M<0.01%+32,65313F-HRTimelineGroup
Ethos Financial Group, LLC197,790$2.51M0.19%-7,37613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.195,545$2.48M<0.01%-6,91613F-HRTimelineGroup
Advisors Asset Management, Inc.183,055$2.32M0.04%+38,73313F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …156,050$1.98M<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.154,573$1.96M0.13%+8,44013F-HRTimeline
Icon Wealth Advisors, LLC135,467$1.72M0.11%+13913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC107,787$1.37M0.13%+1,52513F-HRTimelineGroup
PFG Investments, LLC69,645$883K0.04%+40413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.67,118$851K0.36%-50013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…60,048$761K0.21%+1,75413F-HRTimelineGroup
Trexquant Investment LP39,340$499K<0.01%-13,10913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co36,126$459K<0.01%+7013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,929$443K<0.01%+9,89613F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…33,050$419K0.01%+20,38713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,841$404K<0.01%-2,22913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,982$355K<0.01%+26,63213F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,297$321K<0.01%+10,47913F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC24,827$315K0.06%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,841$302K<0.01%-26,14013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,932$278K<0.01%-1,55713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,117$255K<0.01%-3,09213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,362$233K<0.01%+15,06913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,996$228K<0.01%-7,76713F-HR/ATimelineGroup
SIMPLEX TRADING, LLC17,222$218K0.01%+5,88713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,039$203K<0.01%-1,22413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,459$196K<0.01%+2,47013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,381$170K<0.01%-9913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,000$165K<0.01%013F-HRTimelineGroup
Aquatic Capital Management LLC11,889$151K<0.01%-6,27913F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,033$140K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC10,244$130K<0.01%-2,86213F-HRTimeline
Private Advisor Group, LLC10,000$127K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,600$96.4K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,851$61.5K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,130$39.7K<0.01%+9913F-HR/ATimelineGroup
Keating Financial Advisory Services, In…2,970$37.7K0.01%13F-HRTimeline
ORG Partners LLC2,110$26.8K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC2,083$26.4K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …1,670$21.2K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,200$15.2K<0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue1,166$14K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,097$13.9K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC902$11.4K<0.01%-3,29313F-HRTimeline
Crewe Advisors LLC833$10.6K<0.01%+6313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$6.34K<0.01%013F-HRTimelineGroup
Key Financial Inc500$6.34K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC472$5.99K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC400$5K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.300$3.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$2K<0.01%013F-HRTimeline
Smithfield Trust Co119$2K<0.01%new13F-HRTimeline
Blue Trust, Inc.125$1.58K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75$951<0.01%-2,08013F-HRTimelineGroup
Parallel Advisors, LLC8$101<0.01%013F-HRTimeline
DANSKE BANK A/S4$51<0.01%+213F-HRTimeline